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The Outlook add-in creates bi-directional sync with PipelineDeals and your Outlook calendar and contacts. The PipelineDeals Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.

Requirements

1. You’ll need to have an active Microsoft Outlook or Live account to use the Outlook add-in. If you do not see the 'Manage Add-Ins' or 'Manage Apps' option (for Outlook 2013, Outlook 2016, and Outlook.com) or the 'Store' (Outlook For Mac), check with your admin to grant you access.

2. You will need your login credentials for Outlook to install the add-in.

3. The required JavaScript API version is 1.3, but 2016 and newer have it built-in.
   

What if I don't see the options to Manage Add-ins or the Microsoft Store?
The Outlook Add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. If you don't see the options described below, here are some things to check:

1. Admin has restricted add-in access: Check with your email administrator to see if they have restricted users' settings to prohibit loading an add-in. This is a fairly common situation and your email administrator can provide you with access to add-ins for the PipelineDeals Add-In.

2. Outlook/Exchange server prohibits add-ins: If you're using Outlook 2010 exchange server, you will be unable to use the add-in. Also, some Exchange server setups prohibit add-ins. Check with your email administrator for more details.

3. Using Outlook email client, but not Microsoft Exchange: Outlook is an email client, not an email provider. Your email must be hosted on a Microsoft Exchange server in order to enable the Outlook integration with PipelineDeals. If you're not sure what you're using, check with your email administrator, they'll be able to help you out!

If you've checked with your email administrator and you don't think one of these three issues applies to you, contact customercare@pipelinedeals.com and we can work with you to troubleshoot.

Add-in installation for different versions of Outlook

Outlook 2013

1. Open Outlook 2013
2. Open the File menu and scroll down to the page to find the Manage Add-ins option.
   
   
   
3. Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in.
   
4. Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page.
5. Click on the + icon and select Add from the Office Store.
   
6. Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.

Outlook 2016

1. Open Outlook 2016
2. Open the File menu and scroll down to the page to find the Manage Add-ins option
   
3. Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in
   
4. Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page
5. Click on the + icon and select Add from the Office Store
6. Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.

Outlook.com

1. Login to your Outlook.com account from a web browser
2. Click on the gear icon near the upper right corner of the browser window. Select Manage add-ins from the menu.
   
3. You’ll be redirected to a modal where you can search for the PipelineDeals Outlook add-in. Once you find it, turn on the add-in to install it.
   

Outlook for Mac

1. Open Outlook For Mac
2. From the Home tab, click on the Store icon to open the Office Add-ins window
3. From the 'Office Add-Ins' modal, use the search bar to search for PipelineDeals For Outlook. Click on the toggle to add the add-in to your Outlook for Mac email client.

Logging into your PipelineDeals account from the add-in

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Once you have installed the add-in, you’ll need to sign in to your PipelineDeals account.

For desktop versions of the add-in (Outlook 2013, 2016 and Mac), you’ll see a Sync to PipelineDeals icon in the ribbon menu. Clicking on the ribbon will open the PipelineDeals for Outlook slide-in. To sign in, enter the PipelineDeals account username and password that you wish to sync with.

After successfully signing into your PipelineDeals account, you’ll need to sign-in with your Microsoft account and confirm that you wish to share information with your PipelineDeals account.

You will be asked to approve sharing permissions between PipelineDeals and Outlook to complete the connection. If the sync works, you will see a success page to verify the connection is enabled between Outlook and PipelineDeals.

Logging into your PipelineDeals account from Outlook.com

Outlook.com users can access the PipelineDeals slide-in by first selecting an email in their inbox. The PipelineDeals icon will be visible after the message loads.

You’ll then be able to sign into your PipelineDeals account from the slide-in that appears.

Sign in to your Microsoft account when prompted.

When you've successfully logged in to your Microsoft account, you will see a success page to verify that the connection is enabled between Outlook and PipelineDeals.

PipelineDeals category

Once installed, you will need to create a 'PipelineDeals' category under manage Categories to sync new contacts and calendar events into PipelineDeals. Apply the 'PipelineDeals' category to sync any contact or calendar event into PipelineDeals. All contacts and calendar events created in PipelineDeals will sync to your Outlook account with the category automatically applied.

FAQs

Why is my Microsoft Store icon not appearing?
Please go to Outlook and select File and double check that the account that you are signed in with is the correct account associated to your Exchange Server. You can also try these instructions that we found online.

My email is hosted locally, can I use the Outlook plugin?
The PipelineDeals Add-in for Outlook 2013, 2016 and Outlook 365 will only work with an email that is hosted on a Microsoft Exchange server. However, keep in mind that there are two general types of Exchange Servers that we are compatible with:

1. Exchange Servers that are licensed both in the forms of on-premises software, where the customer purchases client access licenses (CALs), and,
2. Software as a service, Microsoft receives a monthly service fee (see Microsoft Office 365). Here is an Exchange Server article that explains it more in-depth.

If I download the plugin in Outlook 365 will it also download on the desktop version of Outlook?
Yes, it should.

I was able to download the plugin, but the right sidebar just keeps saying 'Loading...' in Outlook. Why is it not loading?
It sounds like you may have a Firewall that could be preventing the plugin from loading. We recommend trying to add unpkg.com and amazonaws.com as domain exceptions for your Firewall.

Why is my number of contacts in PipelineDeals higher than my number of contacts in Outlook?
The plugin syncs contacts that were updated or added to PipelineDeals in the past 60 days.

Why am I not seeing all of my tasks and events in Outlook that are in PipelineDeals?
The plugin syncs Agenda items that were updated or added to PipelineDeals in the past 60 days.

• You can add Grammarly to Outlook in seconds with a simple installer.
• Once added to Outlook, Grammarly will review your emails for grammar, spelling, and punctuation mistakes.
• Visit Business Insider's Tech Reference library for more stories.

Similar to spelling and grammar checker built into word processors, Grammarly is a free writing app that offers real-time feedback and suggestions on your writing.

In addition to web browsers, you can easily add Grammarly to Microsoft Outlook. To do that, you simply need to install the Grammarly add-in for Microsoft Office. This will allow you to use Grammarly while writing in Word documents or Outlook emails.

Here's how to add Grammarly to your Outlook account, using any Windows computer.

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How to add Grammarly to Microsoft Outlook

1. Open the Grammarly for Microsoft Word and Outlook web page.

2. Install Grammarly. The app will download to your PC.

3. During the installation process, choose if you want to install it for both Word and Outlook, and then click 'Install.'

4. After a moment, the Grammarly add-in will be installed and ready for use.

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5. Open Outlook and click the Grammarly button that's now available in the ribbon at the top on the screen.

6. Click the button and create an account or log in with your existing Grammarly account to start using Grammarly. After installing Grammarly, you can launch it from the ribbon.

How to use Grammarly with Outlook

After Grammarly has been installed in Outlook, you should see the new Grammarly pane on the right side of the Outlook window when you write email messages. If you don't see the Grammarly pane, click 'Open Grammarly' in the Home tab of the ribbon at the top of the window. (You can also close the Grammarly pane by clicking 'Close Grammarly' in the ribbon.)

There is also a Grammarly tab in Outlook's ribbon. You can explore the options in the ribbon, but most of the features are only available if you upgrade to Grammarly Premium (which costs $11.66 per month).

As you work, you can see the total number of suggestions at the very bottom of the Grammarly pane. There are two kinds of suggestions: 'basic issues,' which are available using the free edition of Grammarly, and 'premium issues,' which require upgrading to a paid Grammarly subscription.

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Basic issues are mainly limited to grammar, spelling, and punctuation. If you upgrade to the Premium subscription you get additional feedback on readability, vocabulary, and writing style. For details on how to upgrade, click 'Premium issues' at the bottom of the pane.

Grammarly also displays the suggested edits in the Grammarly pane. It arranges these notes so the suggested changes line up horizontally with the error in the email message, so you can see them more or less side-by-side.

To review a suggestion, you can click on an underlined issue in the email message or click the suggestion in the Grammarly pane — these two parts of the window stay in sync and clicking either one has the same effect — either expands the suggestion in the Grammarly pane to show you more information and give you choices:

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• Click a suggestion (highlighted in green) to make the change.
• Click the trash can icon on the right to dismiss the suggestion and keep your original text.
• If it's a spelling suggestion, you can click the Add to Dictionary icon on the right to add the word to your custom Grammarly dictionary, so you won't be bothered with this suggestion again.

Grammarly For Outlook Mac 2016 Version

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